Stokes Financial Group

Stokes Financial Group is dedicated to providing the highest level of objective advisory services to individuals, families, and business owners close to their retirement years with whom we establish a trusted and long lasting professional relationship.

Located in San Diego, California, our firm serves clients primarily living throughout the coastal southern California region. Providing expertise and professionalism in financial manners related to pre-retirement and during retirement, Stokes Financial Group is a family owned and operated firm dedicated to helping you through your life’s stages.

Formed in 1991, our seasoned and experienced team takes pride in being a trusted resource for our clients. Whether you are wanting to explore the thought of selling your successful business or wondering what an early retirement would look like financially, we work with you to plan for your future events and will give you options you feel most comfortable with.

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The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
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Copyright 2019 FMG Suite.

Brian Stokes is a registered principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Stokes Financial Group and IFG are not affiliated.

Licensed to sell securities in the following states: AZ, CA, MI, MA, NV, and WA

Licensed to sell insurance products in the following states: AZ, CA and NV

CA Insurance Lic # 0831591

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.